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Receivable Clerk Position

3 months ago

Kelowna, British Columbia, Canada CapriCMW Full time

The Company


CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada's top commercial insurance brokers.

With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975.

We provide general insurance services for commercial property, liability, professional and executive liability, construction and contract surety bonding, and auto.

Our clients are B.C. based and often with international operations.

We Are Growing
CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance.

The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits.

With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we're positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.


Roles and Responsibilities

  • Processing deposits
  • Processing deposits
and providing account management for our internal and external financing platform

  • Monthend procedures
  • AR reporting, bank charges and statements, ICBC commissions
  • Assist with special projects

Qualifications

  • Completed financial accounting or bookkeeping courses
  • 2 years related accounting experience in a similar role with an understanding of the accounting cycle
  • Ability to process large volumes in an efficient manner
  • Computer Skills
  • Proficient with MS Excel advanced data analysis skills an advantage
  • Ability to learn new systems quickly we operate on industry specific software

Knowledge, Skills, Abilities

  • Attention to detail we operate in a very fast paced environment with a high volume of transactions, attention to detail/accuracy while maintaining a productive processing speed is critical.
  • Team player we have a strong, respectful, and positive team that works well together to process and perform in our highvolume environment.
  • Excellent communication skills be able to communicate with the finance team members and front line teams
  • Ability to work independently and make sound judgement with mínimal supervision
  • Must demonstrate a sense of urgency and the ability to prioritize tasks with mínimal supervision
  • Confident, proactive, selfmotivated, enthusiastic, quick thinking, goal and results oriented

The environment:

CapriCMW and Acera Insurance is a growing financial service organization dedicated to providing exceptional service to our clients.

We look to the finance team to contribute to the strategic decision making, as well as business and operational planning by providing reliable, real time financial information to the business units.

We thrive on cooperation, respect, open communication and teamwork.

Our ability to attract, support and challenge our employees to achieve their goals has been the foundation of our long-term success.


Why Join our Team?
As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

  • Generous incentives and bonus programs
  • Employee ownership opportunities
  • Life, disability, health, and dental insurance coverage
  • Group RRSP program
  • Employermatched pension plan
  • Discounts on CapriCMW's services and products
  • Employee Assistance Program
  • Wellness and Lifestyle Spending Accounts
  • Career development through leadership training and learning resources
  • Be a part of an awardwinning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
  • And many more
CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth.

As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work.